Jamar Brown

Employer firm

Sofi Wealth LLC CRD 167958

$2.05B regulatory AUM 7,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 12/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 09/2016 → 05/2018
  Vakani Orthodontics
  Stuart, FL
• 08/2018 → 04/2019
  University Of North Florida
  Jacksonville, FL
• 09/2019 → 05/2020
  University Of North Florida
  Jacksonville, FL
• 08/2020 → 05/2021
  Creative Cabinetry
  Amelia Island, FL
• 11/2020 → 03/2021
  Cheddars
  Jacksonville, FL
• 05/2021 → 06/2021
  Northwestern Mutual
  Jacksonville, FL
• 08/2015 → 06/2018
  Clark Advanced Learning Center
  Stuart, FL
• 06/2021 → 07/2021
  Unemployed
  Fernandina Beach, FL
• 05/2020 → 08/2020
  Unemployed
  Stuart, FL
• 04/2019 → 09/2019
  Unemployed
  Stuart, FL
• 06/2018 → 08/2018
  Unemployed
  Stuart, FL
• 08/2015 → 05/2018
  Indian River State College
  Stuart, FL
• 06/2018 → Present
  University Of North Florida
  Jacksonville, FL
• 03/2023 → 12/2023
  Bank Of America, N.A.
  Jacksonville, FL
• 03/2024 → Present
  Sofi Securities, Llc
  Jacksonville, FL
• 03/2024 → Present
  Sofi Wealth, Llc
  San Francisco, CA

Previous Registrations

• 2023-04-10 → 2023-12-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Jacksonville, FL
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-04-06

Other Names

• Jamar O'nEal Brown